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Paraplanner: Impactful Financial Planning

Job in Castleford, West Yorkshire, WF10, England, UK
Listing for: Citrus Elite Recruitment Ltd
Full Time position
Listed on 2026-08-29
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 40000 - 45000 GBP Yearly GBP 40000.00 45000.00 YEAR
Job Description & How to Apply Below
Position: Paraplanner: Impactful Financial Planning Role

Citrus Elite Recruitment Ltd in Castleford is seeking a Paraplanner for a 100% on-site role, supporting independent financial advisers with suitability reports and documentation for pensions, investments and tax planning.

Ideal candidates have Level 4 Diploma in Financial Planning (or studying) and prior paraplanning/financial services experience; strong analytical and regulatory knowledge are key. Salary £40k‑£45k plus pension and bonuses.

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